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REVEALED: Bharat electronics | Vintage Vibes

HDFC Defence Fund raises stake in Mazagon Dock, Tata Motors and 3 others in June

The HDFC Defence Fund boosted its holdings in Mazagon Dock and Tata Motors during June. It also added shares of Bharat Electronics, BEML, and Bosch to its portfolio. The fund completely exited Rishabh Instruments, selling its entire stake. Seventeen existing stock exposures remained unchanged, including Bharat Forge and HAL. The…

The Economic Times

Paras Defence, ideaForge, other defence stocks slide up to 5%. What’s triggering the selloff?

Defence stocks declined up to 5% as investors booked profits after a sharp rally triggered by the Defence Acquisition Council’s approval of Rs 52,000 crore worth of acquisition proposals. Despite the correction, brokerages remained positive on the sector, citing strong order inflows and execution opportunities for companies such as HAL…

The Economic Times

Raymond shares rise 4% after former BEL chief joins defence business

Raymond shares rose nearly 4% after the company appointed former Bharat Electronics Chairman and Managing Director Bhanu Prakash Srivastava as CEO of its defence business. The company expects his nearly four decades of experience in defence technologies and programme execution to strengthen its expansion into defence electronics, systems integration, aerospace…

The Economic Times

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Zen Tech, HAL & other defence stocks rally up to 6% on DAC's Rs 52,000-crore approval. Motilal picks 3 shares to buy

Defence stocks rallied sharply on Monday after the Defence Acquisition Council approved procurement proposals worth around Rs 52,000 crore. Zen Technologies, ideaForge, HAL, BEL, Paras Defence and Data Patterns gained, while Motilal Oswal reiterated its 'Buy' ratings on HAL, Bharat Electronics and Astra Microwave.

The Economic Times

Defence valuations 'obnoxious'; private banks look strong: Sandip Sabharwal's full market playbook

Investor Sandip Sabharwal cautions that while the defence rally is real, many stock prices have outpaced reality. He favors Bharat Electronics but finds many small-cap defence stocks "obnoxious." Pharma offers decent but unexciting prospects. Sabharwal is constructive on private banks, anticipating accelerated growth. IT valuations are attractive but lack clear…

The Economic Times

Bharat Electronics shares in focus after defence PSU wins orders worth Rs 1,081 crore

Bharat Electronics shares are in focus following a significant Rs 1,081 crore order win, adding to previous gains. The defence PSU reported a 5% net profit rise for Q4 FY26, driven by strong defence project execution and increased revenue. Analysts from Goldman Sachs maintain a 'Buy' rating, while Nomura holds…

The Economic Times

Defence stocks fire up! Paras Defence, BEL, GRSE, other stocks surge up to 24% in 2 days. What's powering the rally?

Defence stocks extended their rally for a second straight session, with Paras Defence surging 24% in two days and BEL, GRSE, HAL, and others posting strong gains. Investor sentiment was boosted by record FY26 defence production, rising private-sector participation, growing exports, and optimism around India's self-reliance push.

The Economic Times

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HDFC Defence Fund adds Tata Motors, reduces exposure in MTAR Technologies and 1 other in May

HDFC Defence Fund added Tata Motors to its portfolio in May while trimming holdings in MTAR Technologies and Rishabh Instruments. The fund increased exposure to key defence-linked stocks, including Bharat Electronics, Bharat Forge, Bharat Dynamics and Mazagon Dock, reflecting sector-focused conviction

The Economic Times

BEL shares drop over 2% after Q4 results: What are Goldman Sachs and Nomura saying?

BEL shares fell up to 2.3% to Rs 413 despite the defence PSU reporting a 5% year-on-year rise in Q4FY26 consolidated net profit to Rs 2,226 crore. Revenue from operations grew 11% to Rs 10,224 crore, supported by continued execution of defence projects and operational growth. Total income also increased…

The Economic Times

Samir Arora-backed Helios Flexi Cap Fund increases stake in Tata Motors, Eternal, Paytm, 8 others in April

Helios Flexi Cap Fund, backed by Samir Arora, boosted its holdings in Tata Motors, Eternal, and Paytm during April. The fund also increased its stake in eight other companies, including Hero MotoCorp and Bharat Electronics. Conversely, exposure was reduced in HDFC Bank, Reliance Industries, and Ather Energy. Titan Company and…

The Economic Times

HDFC Defence Fund increase stake in HAL, Bharat Electronics & 6 other stocks in April

HDFC Defence Fund, the sector's sole actively managed offering, significantly boosted its holdings in Hindustan Aeronautics (HAL) and Bharat Electronics during April. The fund also increased its stake in six other companies, including Aequs, while reducing its exposure to Rishabh Instruments. Its portfolio remained stable with 22 stocks across various…

The Economic Times

China, India firms dropped by Norway fund over Myanmar weapons

Norway’s sovereign wealth fund, the world’s largest, has divested from the two firms over sales of weaponry to Myanmar.

Al Jazeera

World’s biggest fund cuts more firms linked to Myanmar

Norway’s sovereign wealth fund, the world’s biggest, has dropped two companies from China and India for selling weapons to Myanmar, the Norwegian central bank said on Wednesday.

Bangkok Post

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